Skip to content
Disclosery

Evolutionary Tree Capital Management, LLC

Follow

13F filer, CIK 1844345, ALEXANDRIA, VA

Evolutionary Tree Capital Management, LLC reported $91,731,747 across 28 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 55.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001376474-25-000924

Period
2025-09-30
Reported value
$91.7M
Holdings
28
Top 10 weight
55.83%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEadded+19,843$3.55M
TEAMnew+18,620$2.97M
VIKnew+36,534$2.27M
TWnew+12,309$1.37M
HUBSadded+2,294$1.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MNDYexited-11,304-$3.55M
CWANexited-111,304-$2.44M
CYBERARK SOFTWARE LTD/ISRAELreduced-5,018-$2.42M
UBERreduced-23,697-$2.32M
SGexited-91,060-$1.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001376474-25-000924, largest first. % of portfolio is the value over $91,731,747, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,780 shares; 2024Q4: 17,181 shares; 2025Q1: 19,193 shares; 2025Q2: 17,080 shares; 2025Q3: 17,091 shares 17,091$8.85M9.65%+11Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,717 shares; 2024Q4: 42,388 shares; 2025Q1: 41,764 shares; 2025Q2: 37,307 shares; 2025Q3: 36,895 shares 36,895$8.1M8.83%-412Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 6,079 shares; 2025Q1: 5,987 shares; 2025Q2: 5,321 shares; 2025Q3: 5,325 shares 5,325$4.9M5.34%+4Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,883 shares; 2025Q1: 46,495 shares; 2025Q2: 40,763 shares; 2025Q3: 34,223 shares 34,223$4.74M5.17%-6,540Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,358 shares; 2025Q1: 4,316 shares; 2025Q2: 3,786 shares; 2025Q3: 3,791 shares 3,791$4.55M4.95%+5Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,132 shares; 2025Q1: 7,796 shares; 2025Q2: 5,833 shares; 2025Q3: 5,834 shares 5,834$4.28M4.67%+1Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,005 shares; 2025Q1: 1,965 shares; 2025Q2: 1,774 shares; 2025Q3: 1,772 shares 1,772$4.14M4.51%-2Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 11,903 shares; 2025Q1: 11,739 shares; 2025Q2: 13,201 shares; 2025Q3: 8,183 shares 8,183$3.95M4.31%-5,018
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,944 shares; 2024Q4: 38,835 shares; 2025Q1: 38,379 shares; 2025Q2: 26,361 shares; 2025Q3: 26,374 shares 26,374$3.92M4.27%+13Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,010 shares; 2025Q1: 1,745 shares; 2025Q2: 1,293 shares; 2025Q3: 21,136 shares 21,136$3.78M4.12%+19,843Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,507 shares; 2025Q2: 6,815 shares; 2025Q3: 6,857 shares 6,857$3.42M3.73%+42Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,753 shares; 2024Q4: 30,115 shares; 2025Q1: 20,656 shares; 2025Q2: 18,454 shares; 2025Q3: 15,343 shares 15,343$3.05M3.33%-3,111Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,620 shares 18,620$2.97M3.24%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,997 shares; 2025Q2: 7,995 shares; 2025Q3: 5,942 shares 5,942$2.93M3.2%-2,053Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,080 shares; 2025Q3: 34,309 shares 34,309$2.82M3.08%+10,229Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 5,506 shares; 2025Q1: 2,266 shares; 2025Q2: 3,551 shares; 2025Q3: 5,845 shares 5,845$2.73M2.98%+2,294Timeline
PRCTPROCEPT BIOROBOTICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,843 shares; 2024Q4: 61,118 shares; 2025Q1: 73,867 shares; 2025Q2: 75,031 shares; 2025Q3: 75,017 shares 75,017$2.68M2.92%-14Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,963 shares; 2025Q1: 44,200 shares; 2025Q2: 40,495 shares; 2025Q3: 34,173 shares 34,173$2.5M2.72%-6,322Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,534 shares 36,534$2.27M2.48%newTimeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,588 shares; 2024Q4: 9,350 shares; 2025Q1: 4,865 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares 3,104$2.23M2.43%0Timeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 10,700 shares; 2025Q1: 13,343 shares; 2025Q2: 12,296 shares; 2025Q3: 12,461 shares 12,461$2.2M2.4%+165Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 7,763 shares; 2025Q1: 7,669 shares; 2025Q2: 6,876 shares; 2025Q3: 6,880 shares 6,880$2.06M2.25%+4Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,048 shares; 2024Q4: 49,533 shares; 2025Q1: 48,806 shares; 2025Q2: 43,504 shares; 2025Q3: 19,807 shares 19,807$1.94M2.12%-23,697Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,943 shares; 2025Q1: 3,873 shares; 2025Q2: 3,504 shares; 2025Q3: 2,600 shares 2,600$1.92M2.09%-904Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 6,162 shares; 2025Q1: 6,052 shares; 2025Q2: 5,343 shares; 2025Q3: 5,229 shares 5,229$1.79M1.95%-114Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,309 shares 12,309$1.37M1.49%newTimeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,095 shares; 2025Q1: 3,429 shares; 2025Q2: 3,042 shares; 2025Q3: 3,046 shares 3,046$1.36M1.49%+4Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares 15,000$278K0.3%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MNDYMONDAY COM LTD11,304$3.55Mshares
CWANCLEARWATER ANALYTICS HLDGS I111,304$2.44Mshares
SGSWEETGREEN INC91,060$1.35Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001376474-25-000924 base2025-11-13acceptance time not in the bulk data set